Consultant Forms & Resources

Accounting Methodology Questionnaires

Cost Disclosure Questionnaire
For firms that calculate overhead rate.

Financial Questionnaire
For firms that do not calculate overhead rate.

Billing Rate Schedules & Guidance

Billing Rate Policy

Indirect Cost Rate Schedule Template​ (New 2/21/23) 

National Compensation Matrix (NCM) Instructions​ (New 2/21/23) ​​

Sample NCM Compliance Worksheet (New 2/21/23)

2022 National Compensation Matrix (see AASHTO ​website for previous matrices or instructions) (New 2/21/23)

ODOT Common Control Worksheet​ (New 2/21/23)

Certification of Invoicing & Other Direct Cost (ODC) Billing Practices (New 2/21/23)

NBR Graduation Guide​ (New 6/22/23)

Direct Non-Labor Costs Schedule

Direct Salary Rate (DSR) Schedule

Negotiated Billing Rate (fully loaded) Schedule

ODOT Contract Summary Form​ (Please note: Any alternative form, format or type of tracker is acceptable in place of this form; the same level of detail is required.)
     PDF​
     Excel​

Overhead Certification

Independent Audit Threshold Attestation​   

Establishing Billing Rates with ODOT for Consultants Training​ (New 10/19/22)

American Association of State Highway and Transportation Officials (AASHTO) Directory (New 2/21/23)

2016 Uniform Audit & Accounting Guide​ (New 2/21/23)​

Email ODOT to Submit Billing Rate Updates (ODOTBillingRateUpdates@odot.oregon.gov)

Paycheck Protection Program (PPP) Overhead Cost Rate Guidance

Application of PPP Adjusted Overhead Cost Rate

Indirect Cost Rates Adjustments for PPP Loan Forgiveness

FHWA Memo - Treatment of PPP Funds for A&E Consultants

Cost Estimate Templates & Guidance

Breakdown of Costs (BOC)

Breakdown of Costs for negotiated billing rates (BOCnbr) 

Breakdown of Costs for Standardized Statement of Work (BOCssow)​ (Updated 1/06/23)

Breakdown of Costs Requirements

Profit Fee Worksheet

​Invoice Related

Procurement Standard for Invoice Requirements - Consultant ("Invoice Requirements") ​

• A&E Cost-Plus-Fixed-Fee Invoice Checklist
• A&E Time & Materials Invoice Checklist
• A&E Fixed Price Invoice Checklist
• Progress Report Example​
• T&M Invoice Example
• Fixed Price Invoice Example​
  

Consultant Invoice FAQ​

Consultant A&E Invoice Requirements Training Video​

​Vendor Remit Address Form

​Paid Summary Report, Form #734-2882  (PSR Guidance​)

Certification of Invoicing and ODC Billing Practices

ORS 279C.110 Expense Report